US Interest Rates & Bonds

Treasury yields climb as markets await inflation, housing reports

Treasury yields rise as markets await inflation and housing reports that will shift rate expectations.

CNBC

Crude's decline fails to ease U.S. bond yields as inflation fears broaden

Oil price declines no longer reliably lower U.S. Treasury yields, breaking a historical correlation.

MarketWatch

Inflation surge splits Fed officials over pace of rate increases

Federal Reserve officials disagree on the pace of interest rate increases.

CNBC · The New York Times

Treasury trading halts for Veterans Day following inflation-driven decline

U.S. Treasury trading halts for a market holiday following inflation-driven bond selloff.

The Wall Street Journal

Equities slide as 10-year Treasury approaches 5%

U.S. stocks decline as 10-year Treasury yield approaches 5%, raising borrowing costs.

MarketWatch

Investing Club: GE Vernova sellers misjudge value as Fed hike bets surge

Daily market update argues GE Vernova sellers are wrong while discussing rising odds of Federal Reserve rate increases.

The Wall Street Journal · CNBC

Benchmark government bond rates jump to 5% on inflation surprise, Fed official remarks

Ten-year Treasury yield climbs to 5% on hotter inflation data and Fed rate-hike signals, pressuring bond valuations.

Wolf Street · The Wall Street Journal · CNBC

Treasury yields climb as markets await October inflation report

Treasury yields rise as markets await U.S. inflation data that will shape Federal Reserve policy.

The Wall Street Journal

Bond traders brace for inflation data and Treasury auctions next week

Commentary warns that rising Treasury yields next week would signal weakness in bond markets.

Wolf Street

Steady jobs market sets stage for Fed rate hike in December

Stable U.S. labor market supports Federal Reserve's gradual rate-increase path.

The New York Times

Treasuries offer attractive returns as equity volatility rises

Wall Street Journal argues Treasury bonds remain attractive despite recent market moves.

The Wall Street Journal

Democratic gains fuel speculation about future rate trajectory

Democratic election sweep prompts market reassessment of Federal Reserve interest rate trajectory.

CNBC

Fed official expects gradual rate increases to combat inflation

Richmond Fed President Barkin signals future rate hikes will proceed gradually, supporting moderate tightening expectations.

CNBC

Treasury yields drop as stock futures tumble on Democratic midterm gains

Bond investors fled equities following strong Democratic performance in midterm elections, pushing Treasury yields lower.

CNBC · The Guardian

Warsh plans fewer Fed rate votes, potentially delaying borrower relief

Federal Reserve signals less frequent rate-setting meetings, reshaping borrowing cost predictability for households and markets.

CNBC

2026 midterms may reshape municipal bond market through tax votes and Congress

U.S. midterm elections will reshape municipal bond market dynamics through shifts in fiscal policy and tax treatment.

CNBC

Treasury sales hit $907 billion as investors flee AI stocks for safety

The U.S. government sold nearly $1 trillion in Treasury securities as investors abandoned technology stocks and sought safer assets, pushing yields lower.

Wolf Street

Fed officials signal return to rate increases ahead

Fed officials signal readiness to resume rate hikes, pressuring bond valuations and equity multiples.

MarketWatch · CNBC

Microsoft plans $25 billion bond offering as AI funding appetite shifts

Microsoft plans $25 billion bond offering as investor appetite for AI-funded debt cools.

CNBC · MarketWatch

Fed keeps rates unchanged as economy expands

Federal Reserve holds rates steady as US economy expands, supporting equity valuations while keeping bond yields stable.

BBC News

Warsh's ambiguity on rates gives Fed chair leverage with markets

CNBC

U.S. household income rises 0.2% in September as spending accelerates

U.S. personal income and spending data for September 2026 released; consumption trends shape rate expectations.

Bureau of Economic Analysis

Fed's cautious pace on rate hikes risks falling behind inflation

New York Times opinion argues the Fed risks falling behind inflation by cutting rates too slowly.

The New York Times

Bessent: Further Fed rate increases wouldn't necessarily be wrong

Treasury Secretary Bessent says further Fed rate hikes would not necessarily be a mistake, signaling openness to tighter policy.

CNBC

Corporate bonds offer attractive returns as treasury yields hit 5%

Corporate bond yields have risen to levels that make them attractive relative to recent history.

CNBC

Fed keeps rates unchanged as inflation stalls; Warsh cites December data

Federal Reserve holds rates unchanged as inflation remains above target, keeping policy on hold.

The Guardian · The New York Times

Fed likely holds rates steady; December increase could raise holiday borrowing costs

Federal Reserve holds rates steady as inflation concerns persist, keeping borrowing costs unchanged across credit products.

CNBC · The New York Times · NPR

Fed expected to keep rates unchanged ahead of midterm elections

Federal Reserve announces interest rate decision today; market focus on inflation trajectory and forward guidance.

The New York Times

Banga: AI boom lifts borrowing costs despite ample capital

World Bank president says capital availability is not constraining AI investment despite rising borrowing costs.

CNBC

Fed likely keeps rates flat as Warsh faces pressure over inflation

The Federal Reserve is expected to maintain current interest rates despite rising inflation and a resilient job market, forcing the central bank chair to justify the decision.

The New York Times

Fed likely keeps rates flat as Warsh faces pressure over inflation

The Federal Reserve is expected to maintain current interest rates despite rising inflation and a resilient job market, forcing the central bank chair to justify the decision.

The New York Times · CNBC

Fed poised to skip rate cut at October meeting

Federal Reserve expected to hold rates steady in October, keeping borrowing costs unchanged for consumers.

CNBC

Analyst: Watch financial conditions, not Fed rate, for policy clues

MarketWatch

Treasuries rally as AI jitters spur flight to safety

10-year Treasury yield fell to 5% as investors fled equities amid AI concerns.

CNBC

Money market funds offer straightforward returns as rates climb

New York Times recommends money market funds as a way to capture returns from higher interest rates.

The New York Times

Warsh vindicated as Fed faces mounting economic uncertainty

American Enterprise Institute

Treasury yields plummet as investors unwind trades, PGIM strategist says

Treasury yields plunge sharply as investors shift to safe-haven assets, signaling risk-off sentiment.

CNBC · MarketWatch

BlackRock's Rieder spots historic opening in premium-grade bonds

BlackRock's Rick Rieder calls current high-quality bond valuations a historic buying opportunity.

CNBC

Treasury yields hold steady ahead of jobs and housing reports

Treasury yields hold steady ahead of jobless claims and mortgage data releases.

CNBC

Treasury yields decline ahead of housing and jobs reports

U.S. Treasury yields fall as markets await housing and employment reports.

CNBC

Economists debate whether Federal Reserve should raise rates this month

Some analysts argue against a rate increase while others dispute those concerns, making the Fed's decision less certain than market pricing suggests.

MarketWatch

Bond traders signal yields have peaked despite inflation data surprises

Bond market showed muted reaction to inflation shocks, signaling potential disconnect with equity valuations.

MarketWatch

U.S. budget shortfall approaches two trillion dollars amid elevated borrowing expenses

U.S. budget deficit approaches $2 trillion, challenging Trump administration's cost-cutting agenda.

The New York Times · CNBC

Fed chair signals no rate increase this month despite inflation pressures

New York Times examines timing of Federal Reserve interest rate decisions and their market implications.

CNBC · The New York Times

Columnist argues rising rates make bonds increasingly appealing to investors

Bond market weakness may create investment opportunities as yields rise and valuations adjust.

The New York Times

Elevated producer prices suggest Federal Reserve rate cuts remain distant

Hot PPI data suggests Federal Reserve inflation-fighting work remains incomplete, weighing on rate-cut expectations.

CNBC

Analyst examines how elevated borrowing costs strain U.S. fiscal position

U.S. fiscal deficit and Treasury yields at 5% pose mounting economic challenges, pressuring asset valuations and borrowing costs.

CNBC

Major banks decline despite solid earnings reports

Jim Cramer analyzes why bank stocks fell despite strong earnings reports.

CNBC

Disagreement grows over whether Fed will lift rates at upcoming meeting

Market observers and economists remain divided on the likelihood of a quarter-point rate increase at the Federal Reserve's gathering in two weeks.

MarketWatch

Treasury yields decline slightly while markets await inflation data

U.S. Treasury yields decline as markets await inflation data that could influence Federal Reserve policy.

CNBC

New York Fed president suggests rate increases may end before 2027

Fed's Neel Kashkari signals no rate hikes needed in 2027, contradicting market pricing expectations.

CNBC

JPMorgan earnings disappoint as rising rates pressure profitability

JPMorgan's profits decline as higher interest rates compress margins and reduce lending demand.

The New York Times

BlackRock shifts stance on government debt after six-year period

Top global fund manager reverses six-year bond stance, signaling potential shift in fixed-income outlook.

MarketWatch

Analysts cite rising term premium as bond yield driver amid debt concerns

Bond yields are rising due to shifting market forces, raising concerns about economic and financial stability.

The New York Times

Cleveland Fed official says additional rate increases may be required to prevent inflation expectations from becoming entrenched

Fed's Hammack says higher rates may be necessary to prevent an inflationary mindset from becoming entrenched.

CNBC

Inflation data this week could force Fed's hand on October rate decision

Fed officials signal reluctance to raise rates this month, with upcoming inflation data as a potential constraint on that stance.

MarketWatch

Morgan Stanley strategist says bond market tightening may reduce need for rate increases

Bond market tightening is performing monetary policy functions, potentially supporting equity valuations, according to Morgan Stanley.

MarketWatch

Major banks begin earnings reports amid elevated interest rate environment

Bank earnings season will reveal how elevated interest rates are impacting economic activity and financial conditions.

MarketWatch

Senior Federal Reserve official expresses skepticism about near-term rate increase

Federal Reserve official signals rate increase unlikely this month, supporting risk assets and bond prices.

The New York Times

Ultrashort bond funds provide attractive income with limited downside

Bond market segment offers attractive yields relative to risk, drawing investor interest.

MarketWatch

Treasury yields climb as investors await 10-year note sale and Fed minutes

Treasury yields rise before 10-year auction and Federal Reserve minutes release.

CNBC

Rising bond yields pressure dividend stocks relied upon by retirees

Rising bond yields pressure dividend stocks held by retirees, threatening retirement income streams.

CNBC

Long-term Treasury bonds carry risks despite their safe reputation

MarketWatch examines whether 30-year Treasury bonds are appropriate for retirement savings.

MarketWatch

Treasury yields hold steady ahead of Federal Reserve meeting notes

Treasury yields hold steady ahead of FOMC minutes release as investors await policy signals.

CNBC

Bessent retreats from earlier 'house' comment as bond yields keep climbing

Treasury Secretary Bessent comments on continued bond yield rises despite his earlier statement, signaling market skepticism of policy messaging.

MarketWatch

Treasury yields decline as investors reduce expectations for additional Fed increases

Treasury yields decline as investors reduce expectations for Federal Reserve rate increases.

CNBC

Rising Treasury yields spark debt concerns but not imminent crisis

Treasury yields are rising but do not yet indicate imminent U.S. fiscal crisis, according to CNBC analysis.

CNBC

Bessent acknowledges limits of Treasury influence amid market pressure

Treasury Secretary Bessent acknowledges bond market pressure after being criticized, signaling potential policy recalibration on fiscal or rate matters.

The New York Times

Federal Reserve meeting minutes may offer insight into upcoming policy decisions

Federal Reserve meeting minutes due this week may signal future interest rate decisions.

MarketWatch

Bond yields hit generational peaks as investors assess market risks

Treasury yields reach generational highs, prompting investors to prepare for potential market disruption.

MarketWatch

Disappointing employment figures raise odds Fed pauses rate hikes next month

Weaker-than-expected U.S. jobs data increases market expectations the Federal Reserve will hold rates steady in October.

The New York Times

Utilities sector may recover as bond volatility subsides, analyst suggests

A sector hit by bond sell-off volatility may be positioned for a rebound, according to market analyst commentary.

CNBC

Fixed-income returns climb to two-decade peak as geopolitical tensions persist

U.S. bond yields reached their highest level since 2002, signaling a significant shift in fixed-income markets.

The New York Times · MarketWatch

Retail traders flock to contrarian ETF as bond yields hit decade highs

Retail investors are concentrating positions in a contrarian ETF while global bond yields surge to concerning levels.

The New York Times · MarketWatch

Ten-year Treasury yield climbs to two-decade peak as worldwide government debt selling intensifies

10-year Treasury yield reaches highest level since 2002 amid accelerating global bond selloff.

CNBC

Bond selloff in September signals potential deterioration ahead

Bond markets suffered sharp losses in September, raising concerns about continued weakness in October.

MarketWatch

Long-time Treasury skeptic turns positive on bonds at current yield levels

A strategist shifts bullish on Treasury bonds, citing 5.25% yields as attractive after years of bearish calls.

MarketWatch

Long-dated Treasury yields decline from two-decade peak

U.S. 30-year Treasury yield retreats from its highest level since 2002, easing pressure on the bond market.

CNBC

Hedge funds' expanding Treasury holdings spark stability concerns

Hedge funds hold record share of $30 trillion Treasury market, raising questions about systemic risk.

CNBC

Analyst argues traders may be overestimating odds of dual Fed increases next month

MarketWatch analysis suggests market expectations for consecutive Fed rate hikes in October may be overblown.

MarketWatch

Fixed income valuations draw investors back to diversification

Bond valuations have reached levels that may attract investors who previously avoided diversification into fixed income.

CNBC

Rate increases strain two ETFs as traders bet on selective recovery

Rising interest rates are pressuring two ETFs; traders expect one to recover.

CNBC

Bond yields fall as investors seek protection from inflation risks

Treasury yields decline amid ongoing inflation concerns, signaling demand for safer fixed-income assets.

CNBC

Bond yields climb further, testing limits of technology sector gains

Bond yields rise sharply, raising questions about sustainability of elevated tech stock valuations.

MarketWatch

Treasury yields climb as worldwide government debt comes under pressure

U.S. Treasury yields rise as global government bonds face selling pressure.

CNBC

Savers weigh locking in 5.25% returns against waiting for potentially higher rates

The Guardian examines whether 5.25% fixed-rate savings accounts offer value for savers in the current environment.

The Guardian

Long-term borrowing costs surge to two-decade peaks, sparking stability warnings

U.S. 10-year Treasury yield reaches nearly two-decade highs amid rapid rate rises, raising financial stability concerns.

CNBC · The Wall Street Journal